28 Auto Re-Order
From TrueERP wiki
Auto ReOrder
Can you manage your re-order points, per department?
To the right of the Default Bin column in the top half of the screen are 3 columns containing reorder information. ReOrder information is used by Auto Reorder and Auto Transfer functionality. To use Auto Reorder you must select the Auto Reorder option in the Main tab of the Product_File<LinkId=5> You must also have a preferred supplier entered in the Main tab
ReOrder Point - This is the stock level at which you wish to order more stock Preferred Level - This is the level of stock that you would prefer to have on hand at any time after giving consideration to the frequency of sales and the time required for suppliers to deliver stock when ordered ReOder Amount - This is the quantity that you want to order when the ReOrder Point is reached
To Auto Reorder selct the Auto Reorder button in the Inventory Tab. Each product with Auto Reorder turned on will have
the ReOrder information analysed and any products with Available quantities equal to or less that the ReOrder Point will
be listed for you to approve or decline a purchase order.
The auto re-order function will display the product quantity tab first and highlight the columns that govern auto reorder, available, reorder, preferred level & reorder amounts. The auto reorder process will create a 'Smart Order'. From the Smart Order you have the ability to create a Purchase Order.
How to use Auto ReOrder
Select the Inventory tab Select the Auto ReOrder button
Items that have Re-order levels set within the Inventory product card will automatically be re-ordered when Auto ReOrder is selected and run.
Select the required Department. If you wish to run the ReOrder for All Departments simply tick 'Every Department'. Select the Supplier/s you wish to ReOrder for. In this case we will select All Suppliers. If you wish to re-order for a particular Supplier, simply untick 'Every Supplier' then select the required Supplier from the drop-down list. By ticking 'Show Order' the Smart Order will load onto the screen for further scrutiny prior to converting to a Purchase Order.
Select 'START' to commence the Auto ReOrder.
The Smart Order displaying all items that have reached their re-order levels or have fallen below '0' in-stock qty, will auto load. At this point the Purchasing Officer should review the list and decide if all items should be ordered. To delete selected items, simply highlight the row and select the red 'X' at the left of the 'name' heading. Refer Smart Order and Purchase Order for further details on processing.
